Who owns SPDR DJ Wilshire REIT?

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Analyze quarterly positions in SPDR DJ Wilshire REIT with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of SPDR DJ Wilshire REIT stock

Who bought or sold SPDR DJ Wilshire REIT this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of
Envestnet Asset Management 1.0M $88M -2% Sep 2022
Pnc Financial Services 789k $67M -1% Sep 2022
Branch Banking & Trust Company 428k $36M -5% Sep 2022
NISA Investment Advisors 254k $22M 5% Dec 2022
State Street Corporation 192k $16M -25% Sep 2022
Creative Planning 145k $12M -1% Sep 2022
Patton Fund Management 139k $12M -2% Sep 2022
Bank Of Montreal 138k $12M 14% Dec 2022
CX Institutional 113k $9.8M 16% Dec 2022
Private Advisor 75k $6.3M 3% Sep 2022
California Capital Advisors 74k $6.3M 103% Sep 2022

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Royal Bank of Canada 70k $5.9M 100% Sep 2022
Citizens Financial Group 65k $5.5M 1% Sep 2022
Tower Research Capital 65k $0 100% Sep 2022
Gunma Bank 55k $4.8M 0% Dec 2022
Bnp Paribas Arbitrage, Snc 50k $4.2M -2% Sep 2022
Hartland & Co 43k $3.6M 0% Sep 2022
UBS Group 34k $2.9M -65% Sep 2022
Phillips Financial Management 33k $2.8M -5% Dec 2022
RTD Financial Advisors 31k $2.7M -7% Dec 2022
Jane Street 31k $2.6M 2% Sep 2022
DB Wealth Management Group 28k $2.3M 5% Sep 2022
Raymond James Financial Services Advisors 27k $2.3M -1% Sep 2022
Raymond James & Associates 26k $2.2M 61% Sep 2022
Kestra Advisory Services 25k $2.2M 16% Dec 2022
American Financial Advisors 24k $2.1M -1% Dec 2022
Coco Enterprises 23k $2.0M -23% Sep 2022
Osborne Partners Capital Management 23k $2.0M 74% Dec 2022
Wealth Enhancement Advisory Services 22k $2.1M -9% Dec 2022
Greenleaf Trust 22k $1.9M -4% Dec 2022
City Holding 21k $1.9M 6% Dec 2022
M^T Bank Corporation 18k $1.5M -5% Sep 2022
HighTower Advisors 18k $1.5M -1% Sep 2022
Ariel Capital Advisors 17k $1.4M 17% Dec 2022
Wintrust Financial Corporation 16k $1.4M -3% Sep 2022
Geneos Wealth Management 16k $1.4M 47% Dec 2022
ValMark Advisers 15k $1.3M 0% Sep 2022
Falcon Wealth Planning 15k $1.3M 207% Dec 2022
Atlantic Trust 15k $1.2M -20% Sep 2022
Atlas Brown 14k $1.2M -14% Dec 2022
IFP Advisors 13k $1.1M 0% Sep 2022
Merriman Wealth Management 13k $1.1M -3% Sep 2022
Davidson Trust 12k $1.0M 0% Sep 2022
Summit Financial 12k $1.0M -11% Dec 2022
Mariner Wealth Advisors 10k $875k 100% Sep 2022
First Republic Investment Management 10k $855k 21% Sep 2022
Moller Financial Services 10k $873k 0% Dec 2022
Aurum Wealth Management Group 10k $870k 100% Dec 2022
Snowden Capital Advisors 9.9k $836k 9% Sep 2022
Baird Financial 9.5k $804k 10% Sep 2022
Gibson Capital 9.0k $757k 0% Sep 2022
NTV Asset Management 8.9k $747k 1% Sep 2022
Cranbrook Wealth Management 8.8k $738k 0% Sep 2022
Etfidea 8.6k $749k -4% Dec 2022
Capital Directions Investment Advisory 8.2k $717k 100% Dec 2022
Beacon Financial 8.1k $676k 1% Sep 2022
Forum Financial Management 7.5k $656k 0% Dec 2022
Renaissance Technologies 7.5k $632k -65% Sep 2022
Abbrea Capital 7.0k $593k -26% Sep 2022
Cullen Frost Bankers 6.9k $578k -7% Sep 2022
Synovus Financial Corp. 6.8k $576k 0% Sep 2022
Empirical Financial Services, LLC d/b/a Empirical Wealth Management 6.8k $575k -4% Sep 2022
Raymond James Trust 6.6k $574k 0% Dec 2022
Bp Wealth Management 6.5k $551k 0% Sep 2022
Key FInancial 6.5k $548k 0% Dec 2022
United Capital Financial Advisers 6.4k $543k 20% Sep 2022
Janney Montgomery Scott 6.3k $545k -78% Dec 2022
Kohmann Bosshard Financial Services 5.9k $515k 0% Dec 2022
Omega Financial Group 5.7k $482k -49% Sep 2022
Lee Financial 5.7k $479k 0% Sep 2022
TD Capital Management 5.3k $443k 1% Sep 2022
Burns Wealth Management 5.2k $438k 0% Sep 2022
Aveo Capital Partners 5.2k $449k 100% Dec 2022
Cambridge Investment Research Advisors 5.1k $434k -71% Sep 2022
Glenmede Trust Company 4.8k $404k 100% Sep 2022
Moisand Fitzgerald Tamayo 4.8k $417k 0% Dec 2022
Buckingham Asset Management 4.8k $401k 12% Sep 2022
Ameritas Advisory Services 4.6k $389k 5% Sep 2022
Disciplined Investments 4.4k $384k 0% Dec 2022
Resources Investment Advisors 4.4k $384k 0% Dec 2022
Curran Financial Partners 4.2k $351k -44% Sep 2022
Alta Wealth Advisors 4.1k $359k -14% Dec 2022
Kingsview Wealth Management 4.0k $338k 0% Sep 2022
Awm Capital 4.0k $357k 100% Sep 2022
Hancock Bank Trust Department 3.8k $335k 100% Dec 2022
Private Ocean 3.7k $326k -3% Dec 2022
TrinityPoint Wealth 3.7k $311k 8% Sep 2022
Front Row Advisors 3.7k $308k 100% Sep 2022
JFS Wealth Advisors 3.6k $299k 0% Sep 2022
Clarkston Capital Partners 3.5k $295k 0% Sep 2022
Chicago Partners Investment 3.4k $299k -4% Sep 2022
SCBT Financial Corporation 3.4k $289k -3% Sep 2022
Integrated Advisors Network 3.4k $298k 8% Dec 2022
Transatlantique Private Wealth 3.3k $281k 100% Sep 2022
Mercer Global Advisors 3.3k $274k 9% Sep 2022
Newport Capital Group 3.2k $283k 100% Sep 2022
Navis Wealth Advisors 3.1k $271k 1% Dec 2022
Aspiriant 3.0k $265k 0% Dec 2022
Segall Bryant & Hamill 3.0k $250k 100% Sep 2022
Huntington National Bank 2.9k $241k -8% Sep 2022
FMR 2.8k $237k -36% Sep 2022
Savant Capital Management 2.8k $235k -5% Sep 2022
Tiaa 2.5k $219k 0% Dec 2022
Windward Private Wealth Management 2.5k $219k 0% Dec 2022
IFG Advisory 2.5k $218k -22% Dec 2022
Kmg Fiduciary Partners 2.4k $210k 100% Dec 2022
Austin Private Wealth 2.3k $202k 100% Dec 2022
Boenning & Scattergood 2.1k $241k 100% Dec 2022
Loring Wolcott Coolidge Fa 2.0k $171k 0% Sep 2022
Cambridge Trust Company 1.9k $169k -13% Dec 2022
Rockefeller Capital Management 1.9k $163k 0% Sep 2022
Private Trust Co Na 1.8k $154k 21% Dec 2022
Fifth Third Bancorp 1.8k $153k 0% Dec 2022
Strengthening Families & Communities 1.5k $126k 2% Sep 2022
Efficient Wealth Management 1.4k $115k 0% Dec 2022
Capital Advisors 1.4k $115k 0% Sep 2022
Us Bancorp 1.3k $112k 0% Sep 2022
MTM Investment Management 1.3k $109k 0% Sep 2022
UnionBanCal Corporation 1.2k $104k 0% Sep 2022
VitalStone Financial 977.00 $84k 100% Dec 2022
Pflug Koory 912.00 $79k 0% Dec 2022
HHM Wealth Advisors 825.00 $70k 0% Sep 2022
Coston, McIsaac & Partners 813.00 $68k 0% Sep 2022
U.S. Capital Wealth Advisors 806.00 $70k 100% Dec 2022
Migdal Insurance & Financial Holdings 794.00 $69k 0% Dec 2022
Harbour Investments 774.00 $74k 0% Sep 2022
Global Retirement Partners 634.00 $56k -10% Sep 2022
Heritage Wealth Advisors 605.00 $51k 0% Sep 2022
Laurel Wealth Advisors 567.00 $48k 0% Sep 2022
Atlas Capital Advisors 430.00 $36k 0% Sep 2022
Laurel Wealth Planning 405.00 $35k 0% Dec 2022
Assetmark 398.00 $34k -90% Sep 2022
Mine & Arao Wealth Creation & Management 347.00 $29k -7% Sep 2022
Farmers & Merchants Investment 345.00 $30k 0% Dec 2022
Proequities 344.00 $30M 0% Dec 2022
Beacon Capital Management 335.00 $29k -7% Dec 2022
AdvisorNet Financial 329.00 $29k -59% Dec 2022
Capital Investment Advisory Services 324.00 $28k 440% Dec 2022
Country Trust Bank 297.00 $26k 0% Dec 2022
Accel Wealth Management 256.00 $22k 0% Dec 2022
Spire Wealth Management 252.00 $22k 0% Dec 2022
Coconut Grove Bank 245.00 $21k 100% Dec 2022
Steward Partners Investment Advisory 234.00 $20k -51% Sep 2022
Red Tortoise 208.00 $18k 100% Dec 2022
First Personal Financial Services 202.00 $18k 0% Dec 2022
WealthTrust DunckerStreett 200.00 $17k 0% Dec 2022
Cutler 200.00 $0 -33% Sep 2022
Accurate Wealth Management 196.00 $17k 100% Dec 2022
Center for Financial Planning 190.00 $17k 0% Dec 2022
SOA Wealth Advisors 144.00 $13k 0% Dec 2022
Mot 137.00 $12k 0% Sep 2022
Coastal Investment Advisors 134.00 $11k 100% Sep 2022
Larson Financial Group 119.00 $10k 1% Dec 2022
Raleigh Capital Management 116.00 $10k -36% Sep 2022
Oakworth Capital 100.00 $8.7k -80% Dec 2022
Sandy Spring Bank 99.00 $8.0k -64% Sep 2022
William Blair $ Company 67.00 $6.0k -97% Sep 2022
Manchester Capital Management 46.00 $4.0k -93% Sep 2022
Bogart Wealth 42.00 $4.0k -64% Sep 2022
Harbor Investment Advisory 32.00 $2.8k -84% Dec 2022
Aptus Capital Advisors 21.00 $2.0k -92% Sep 2022
Aspire Private Capital 16.00 $1.0k -90% Sep 2022

Who sold out of SPDR DJ Wilshire REIT?

Fund or Company Name Date Sold Shares Held Valued At
Sawtooth Asset Management Sep 2022 4.2k $350k
Mutual Advisors Sep 2022 3.9k $327k
Venturi Wealth Management Jun 2022 3.4k $323k
Redhawk Wealth Advisors Jun 2022 2.5k $237k
Chesley, Taft & Associates Jun 2022 2.3k $220k
Rossmore Private Capital Jun 2022 2.3k $220k
Captrust Financial Advisors Jun 2022 312.00 $30k
Optimum Investment Advisors Sep 2022 300.00 $25k